1. Setting Up Health and Welfare Plans in ADP Workforce Now
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[Subtitle]
Setting Up Health and Welfare Plans in ADP Workforce Now
Setting Up Health and Welfare Plans in ADP Workforce Now
Just in Time. Just Enough. Just for Me.
V WFN14

2. Setting Up Health and Welfare Plans in ADP Workforce Now
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Setting Up Health and Welfare Plans in ADP Workforce Now
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6. Course Agenda
Review: The ADP Workforce Now Benefits Setup Process

7. Prerequisites and Advance Preparation
Benefits Overview
Getting Started with Benefit Plan Setup

8. The ADP Workforce Now Benefits Setup Process
Stage
Description
Preliminary setup
Define validation tables.
Add benefit providers.
Define rate structures.
Identify plan types that employees can waive.
Complete benefits settings.
Plan setup
Set up your organization’s benefit plans.
Final setup
Create enrollment dependencies.
Define automatic enrollment settings (for medical plans).

9. Guided Practice: Setting Up a Standard Medical Plan
Guided Practice: Setting Up a Standard Medical Plan

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11. !
Debrief

12. Practice: Setting Up Health and Welfare Plans
Practice: Setting Up Health and Welfare Plans

13. !
Debrief

14. 1. Knowledge Check: Answers
Which components can you use to define the eligibility rules for a plan class? (Select all that apply.)
Business unit
Location
Eligibility class
Department

15. 2. Knowledge Check: Answers
An employee named Jay submits his resignation on March 22. His last day at the company will be April 5. The End of Coverage for Terminated Employees option selected for this plan is On the last day of the month following employee termination.
Based on this scenario, when will Jay's coverage terminate?
March 22
March 31
April 5
April 30

16. 3. Knowledge Check: Answers
Which of the following features does NOT require you to complete a preliminary setup task before you set up your plan? (Select all that apply.)
Validation tables
Benefit providers
Eligibility Groups
Rate Structures

17. 4. Knowledge Check: Answers
Which of the following statements are true? (Select all that apply.)
You can set up separate plans for each eligibility group you define for your company.
Some plans include more than one type of rate option.
The plan setup wizard allows you to save the plan you're working on even if some steps aren't complete, because you are looking for the information. You can return later to complete the steps with the missing information and finalize the plan.
The Health and Welfare plan type includes Medical, Prescription Drug, Dental, Vision, and Long Term Disability plan categories.

18. Course Closing Course Objectives
Now that you have completed this course, you are prepared to set up health and welfare plans, including the following:
Standard medical plans

19. Demonstration: How to Access Support
Demonstration: How to Access Support

20. Additional Training
Benefits Overview for ADP Workforce Now web-based training
Getting Started with Benefit Plan Setup for ADP Workforce Now web-based training
Setting Up Non-Health and Welfare Plans in ADP Workforce Now web-based training
Maintaining Benefit Plans in ADP Workforce Now web-based training

21. Help with Course Enrollments
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